Welcome Back!
Hello again everyone!
I know we lost a few of you as we made the transition to our new site, but we are happy to report that all is well on this end. As with any physical and “electronic” move, some things fell by the wayside, but most for the better…here are some things that occurred since we last chatted:
- We moved..our new address is 2950 North Loop West, Suite 500, Houston, TX 77092
- We have a new web site layout and “helper” to provide you with even more info and tools for the coming year.
- We ended our partnership in HNN, and now handle the partnership structuring aspect of the business via our IRA and legal teams…so, that means some reduced costs for everyone…YEAH!!!
- Dianne has continued her work in the CFP and securities licensing area so that we can begin to offer even more options for our clients. Keep an eye out for new offerings and opportunities!
- We made new business alliances with two CPA teams – one that specializes in tax to help all of us keep our hard earned money, and another that specializes in retirement plans so that all can be assured the CPA advice they are getting is both correct and timely.
So, it may have seemed like we were on an early vacation, but much was occurring behind the scenes. One casualty of the electronic move (moving web site and files to new server group) was the loss of our old blog area. We are sorry for any inconvenience this may have caused, but we will get back to updating you frequently on IRA, 401(k), Trust, Insurance, and Real Estate investments and happenings beginning this week.
Stay tuned over the holiday period as we look to prepare everyone for the coming year!
Happy Holiday!
The Newman Asset Management Team
